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iA Global Asset Management’s Williams-Sonoma WSM Stock Holding History

iA Global Asset Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,151
Closed -$1.5M – 468
2025
Q2 		$1.5M Buy
9,151
+4,136
+82% +$649K 0.02% 255
2025
Q1 		$793K Buy
+5,015
New +$969K 0.01% 315
2024
Q4 		– Sell
-5,527
Closed -$856K – 512
2024
Q3 		$856K Buy
5,527
+2,203
+66% +$316K 0.02% 345
2024
Q2 		$469K Buy
+3,324
New +$495K 0.01% 356

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return